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Essential Utilities
WTRG

Overview Fund Activity

616 hedge funds and large institutions have $7.88B invested in Essential Utilities in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 179 increasing their positions, 253 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
616
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
8.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
72
Increased
179
Reduced
253
Closed
65
Calls
$1.49M
Puts
$2.8M
Net Calls
-$1.32M
Net Calls Change
-$1.08M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.09B
2
BlackRock
2
BlackRock
New York
$1.2B
3
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$244M
4
Cohen & Steers
4
Cohen & Steers
New York
$52.4M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$247M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$511K
2
PFA
2
Pathway Financial Advisers
Indiana
$1.22M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$58.9M
4
Amundi
4
Amundi
France
$245M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$9.37M
Name Holding Trade Value Shares
Change 		Shares
Change %
Credit Agricole
226
Credit Agricole
France
$1.28M -$56.7K -1,560 -4%
UIM
227
USS Investment Management
United Kingdom
$1.27M – – –
CFB
228
Cullen/Frost Bankers
Texas
$1.24M -$330K -9,078 -21%
PFA
229
Pathway Financial Advisers
Indiana
$1.22M -$44.4M -1,221,996 -97%
Susquehanna International Group
230
Susquehanna International Group
Pennsylvania
$1.22M -$590K -16,235 -33%
SFA
231
Sequoia Financial Advisors
Ohio
$1.18M +$187K +5,152 +19%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$1.18M -$112K -3,089 -9%
AC
233
Addison Capital
Pennsylvania
$1.17M -$56.7K -1,561 -5%
NAM
234
Nissay Asset Management
Japan
$1.16M +$8.39K +230 +0.7%
Lido Advisors
235
Lido Advisors
California
$1.1M -$108K -2,960 -9%
TA
236
TFG Advisers
Michigan
$1.09M -$38.7K -1,066 -3%
NA
237
NewEdge Advisors
Louisiana
$1.06M +$963K +26,517 +1,009%
NYLIM
238
New York Life Investment Management
New York
$1.05M -$90K -2,478 -8%
FNC
239
First National Corp
Massachusetts
$1.05M +$471K +12,976 +82%
SOADOR
240
State of Alaska Department of Revenue
Alaska
$1.05M -$16.2K -445 -2%
SIAP
241
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.03M +$71K +1,955 +7%
JE
242
JMAC Enterprises
Pennsylvania
$1.03M +$1.56K +43 +0.2%
PTC
243
Philadelphia Trust Company
Pennsylvania
$1M – – –
CAPTRUST Financial Advisors
244
CAPTRUST Financial Advisors
North Carolina
$997K +$344K +9,470 +53%
EGM
245
Engineers Gate Manager
New York
$997K -$1.75M -48,054 -64%
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$995K -$88.2K -2,428 -8%
HTC
247
Haverford Trust Company
Pennsylvania
$987K +$58.6K +1,613 +6%
LF
248
Lee Financial
Texas
$986K -$15.8K -435 -2%
ACM
249
Aquatic Capital Management
Illinois
$983K -$175K -4,822 -15%
Neuberger Berman Group
250
Neuberger Berman Group
New York
$978K +$3.09K +85 +0.3%
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